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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,915 | $45,566-78.2% | $64,105-84.5% | $59,633-83.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.12% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $909 | $934-2.7% | $1,820-50.0% | $2,203-58.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $344 | $3,268-89.5% | $4,499-92.4% | $4,297-92.0% |